Geller Advisors LLC Ishares Russell 1000 Val ETF Transaction History
Geller Advisors LLC
- $1.51 Billion
- Q4 2024
A detailed history of Geller Advisors LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Geller Advisors LLC holds 367,037 shares of IWD stock, worth $66.2 Million. This represents 4.49% of its overall portfolio holdings.
Number of Shares
367,037
Previous 388,498
5.52%
Holding current value
$66.2 Million
Previous $73.7 Million
7.85%
% of portfolio
4.49%
Previous 5.12%
Shares
11 transactions
Others Institutions Holding IWD
# of Institutions
1,883Shares Held
288MCall Options Held
1.31MPut Options Held
1.09M-
Bank Of America Corp Charlotte, NC54.1MShares$9.75 Billion0.86% of portfolio
-
Morgan Stanley New York, NY38.4MShares$6.92 Billion0.51% of portfolio
-
Goldman Sachs Group Inc New York, NY15.3MShares$2.75 Billion0.46% of portfolio
-
Jpmorgan Chase & CO New York, NY9.25MShares$1.67 Billion0.14% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.01MShares$1.63 Billion3.52% of portfolio